SEHK:358
SEHK:358Metals and Mining

Jiangxi Copper (SEHK:358) Valuation Check After JP Morgan Rating Upgrade On Copper And China Policy Outlook

JP Morgan’s rating move puts Jiangxi Copper in focus JP Morgan’s upgrade of Jiangxi Copper (SEHK:358) to a Neutral rating, tied to a constructive view on copper and Chinese policy trends, has pushed the stock onto more investors’ radars. See our latest analysis for Jiangxi Copper. That upgrade comes after a strong run in the shares, with the HK$46.3 share price sitting on a 30 day share price return of 33.58% and a 1 year total shareholder return of 294.42%. This suggests momentum has been...
SEHK:123
SEHK:123Real Estate

Did Weaker 2025 Sales And A Pudong Land Buy Just Shift Yuexiu Property's (SEHK:123) Investment Narrative?

Yuexiu Property Company Limited recently reported unaudited figures showing December 2025 contracted sales of about RMB 8,996 million and full-year 2025 contracted sales of about RMB 106.21 billion, both down year on year and leaving the group short of its RMB 120.5 billion annual sales target. Alongside these weaker sales metrics, the company moved to reinforce its presence in Shanghai by acquiring a residential land parcel in Pudong New Area via its 95%-owned subsidiary, aiming to expand...